Sr. Wealth Advisor
CFP®
ccurrin@merceradvisors.com
469.300.9868
Chris began his financial services career in 1984 and has been providing comprehensive wealth management to his clients since 2000. Prior to joining Mercer Advisors, he served as president and founder of Pegasus Advisors. Chris' areas of interest and expertise include tax management, investment management, and retirement income and distribution planning. He also has a deep affinity for creating customized financial plans to meet the unique needs of individuals with disabilities. Chris earned his Liberal Arts degree from St. John's College. He is a founding member of the Alliance of Comprehensive Planners. He is an eight-time winner of the Five Star Professional Wealth Manager award.*
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,039 Dallas/Fort Worth-region wealth managers were considered for the award; 330 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 4,007 considered, 323 winners; 2020: 4,374 considered, 335 winners; 2019: 3,899 considered, 393 winners; 2018: 3,851 considered, 338 winners; 2017: 2,730 considered, 382 winners; 2016: 2,471 considered, 678 winners; 2015: 2,862 considered, 684 winners. These awards are not indicative of the wealth manager's future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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